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Richard W. Paul & Associates’s Lowe's Companies LOW Stock Holding History

Richard W. Paul & Associates’s Portfolio LOW Stock Details LOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5
Closed -$1.04K – 523
2023
Q3 		$1.04K Hold
5
– – ﹤0.01% 443
2023
Q2 		$1.13K Hold
5
– – ﹤0.01% 470
2023
Q1 		$1K Hold
5
– – ﹤0.01% 483
2022
Q4 		$996 Buy
+5
New +$999 ﹤0.01% 473

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Richard W. Paul & Associates's LOW Position: Q4 2023 in Review

Richard W. Paul & Associates sold out of Lowe's Companies (LOW) in Q4 2023, closing a stake of 5 shares — an estimated $1.04K sold.

Richard W. Paul & Associates first reported a position in LOW in Q4 2022 and held it in 4 quarters. The position peaked at $1.13K in Q2 2023. 2,455 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

  • Richard W. Paul & Associates reported no remaining Lowe's Companies position as of Q4 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 5 Lowe's Companies shares in Q4 2023, an estimated $1.04K.
  • Richard W. Paul & Associates first reported a position in Lowe's Companies in Q4 2022 and held it in 4 quarters.
  • Richard W. Paul & Associates's Lowe's Companies position peaked at $1.13K in Q2 2023.
  • 2,455 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Richard W. Paul & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.